The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership380 shares
Latest Disclosed Value $ 321,874
Edge Wealth Management LLC ownership in GS / The Goldman Sachs Group, Inc.

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 380 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $321,874 USD as of March 31, 2026.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 380 0 0.00 322 -3.60 0.0550
2026-01-12 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 380 1 0.26 334 10.26 0.0589
2025-10-14 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 379 0 0.00 302 12.69 0.0535
2025-07-14 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 379 1 0.26 268 30.10 0.0516
2025-04-11 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 378 1 0.27 207 -4.63 0.0419
2025-01-15 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 377 377 216 0.0437
2022-10-18 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 0 -842 -100.00 0 -100.00
2022-07-22 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 842 235 38.71 250 24.38 0.0541
2022-04-14 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 607 156 34.59 201 16.86 0.0396
2022-01-21 2021-12-31 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 451 19 4.40 172 5.52 0.0315
2022-01-14 2021-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 451 19 172 0.0315
2021-10-13 2021-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 432 1 0.23 163 -0.61 0.0318
2021-07-23 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 431 0 0.00 164 16.31 0.0334
2021-04-09 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 431 13 3.11 141 28.18 0.0300
2021-01-19 2020-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 418 69 19.77 110 57.14 0.0250
2020-10-21 2020-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 349 -26 -6.93 70 -5.41 0.0161
2020-08-03 2020-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 375 47 14.33 74 45.10 0.0140
2020-04-20 2020-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 328 53 19.27 51 -19.05 0.0111
2020-01-29 2019-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 275 0 0.00 63 12.50 0.0126
2019-10-21 2019-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 275 0 0.00 56 0.00 0.0129
2019-07-15 2019-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 275 0 0.00 56 5.66 0.0124
2019-04-11 2019-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 275 -2,006 -87.94 53 -86.09 0.0131
2019-01-11 2018-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,281 1,991 686.55 381 486.15 0.1074
2018-10-22 2018-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 290 0 0.00 65 1.56 0.0156
2018-07-17 2018-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 290 0 0.00 64 -12.33 0.0163
2018-04-05 2018-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 290 25 9.43 73 8.96 0.0194
2018-01-17 2017-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 265 0 0.00 67 6.35 0.0190
2017-10-19 2017-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 265 -1 -0.38 63 5.00 0.0191
2017-08-02 2017-06-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 266 -1,312 -83.14 60 -30.23 0.0189
2017-07-27 2017-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 266 -1,312 60
2017-04-12 2017-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,578 -199 -11.20 86 -4.44 0.0298
2017-01-23 2016-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,777 1,562 726.51 90 157.14 0.0341
2016-10-12 2016-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 215 0 0.00 35 9.38 0.0149
2016-07-07 2016-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 215 180 514.29 32 433.33 0.0133
2014-04-08 2014-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 35 0 0.00 6 0.00 0.0025
2014-01-16 2013-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 35 0 0.00 6 0.00 0.0028
2013-10-07 2013-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 35 0 0.00 6 20.00 0.0037
2013-07-18 2013-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 35 35 5 0.0033
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.